O slideshow foi denunciado.
Utilizamos seu perfil e dados de atividades no LinkedIn para personalizar e exibir anúncios mais relevantes. Altere suas preferências de anúncios quando desejar.

Planning Your Digital Workplace Transformation SharePoint Fest Denver 2017

294 visualizações

Publicada em

Your success with 0365 and SharePoint 2016 is not assured: A successful Digital Workplace transformation goes way beyond getting the software installed and configured successfully. Fortunately your chances have greatly improved recently with the advances made by Microsoft. By integrating new capabilities and social tools into everyday work processes we are able to reimagine how work gets done and have measureable impact to the bottom line.

In this session we will discuss the importance of creating a Digital Workplace Transformation Strategy to ensure a successful Digital Workplace Transformation. In this highly interactive session, we’ll share key aspects of a Digital Workplace Strategy and discuss how to engage business stakeholders, drive user adoption, and realize a true return on your organization’s investment in SharePoint and 0365.

Highlights include:
•Defining your Vision
•Determining the potential Business Impact

Publicada em: Tecnologia
  • Seja o primeiro a comentar

Planning Your Digital Workplace Transformation SharePoint Fest Denver 2017

  1. 1. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Planning Your Digital Workplace Transformation Michelle Caldwell .MVP.RD. Mary.m.caldwell@Avanade.com
  2. 2. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 2 Defining Digital Workplace First Steps Identify the Opportunities Building Understanding Findings & Recommendations Wrap Up Agenda
  3. 3. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 3 Michelle Caldwell - NA Digital Workplace Lead PMP, CSM, SSGB, Certified Innovation Facilitator, MS MVP & Regional Director
  4. 4. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Leadership and Change Leadership noun │lead·er·ship │[lee-der-ship] Influencing change despite the overwhelming power of the existing structure. —Yoshio Akamatzu, ITOCHU Corporation (2008)
  5. 5. How do you define Digital Workplace ?
  6. 6. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. What is a Digital Workplace? Gartner defines Digital Workplace as “fostering a new way of working for the digital age that promotes team collaboration and personal productivity.” [2016]
  7. 7. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Defining the Ideal Digital Workplace – what’s yours? Beyond the intranet, the digital workplace is the collection of all of the digital tools provided by an organization. It enables employees to do their jobs in an intuitive, engaging, efficient and collaborative manner. The digital workplace is a convenient, single, collaborative location for the systems needed for people’s engagement, communications, productivity and working health. - Health System Client (2016)
  8. 8. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved.
  9. 9. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Five Areas of Focus Access anywhere from any Device  Desktop  Phone  Tablet  Sensors DEVICES Sharing, Search & Discovery  Sharing of expertise  Best practices  Ease of technology BEHAVIORS Collaborate & Share  Email  Voice  IM  Social CONVERSATIONS Information Architecture  Structured/Unstructured  Stored/Impermanent  Search  Access  Analytics INFORMATION Alerts & Notifications  Custom Apps  Workflows  Core Application Integration BUSINESS PROCESS & APPS Digital Employee  Contextually Intelligent to their role, device, location & task at hand
  10. 10. First Steps 10
  11. 11. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Our Company has installed many new technologies to help employees be more productive, but adoption is uneven, employees are not engaged and measurement of the business value achieved has been elusive. 11 Problem Statement Example – Problem Statement
  12. 12. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. In 15 word or less define your business challenge statement • Is it clear? • Is it convincing? • Is it courageous? • Is it concise? 12 Problem Statement Creation
  13. 13. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Drive greater effectiveness of our company’s [insert 1st] workforce(s) by providing a Digital Workplace that delivers the information, data, applications and collaboration they need to work more effectively and [insert specific goals like increase win rate, customer satisfaction, speed to market, etc.] and work anywhere, anytime and on any device. 13 Business Goals Example – Summary Intro
  14. 14. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Define the scope of a Digital Workplace for [insert which workforce(s)], create a visualization of what it may look like, define a roadmap for phased implementation, estimate the initial phase and create the business case for proceeding. 14 Project Goals Example – Summary Intro
  15. 15. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. What’s in scope? What’s out of scope? 15 Scope
  16. 16. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 16 Some of the key goals to consider when planning a Digital Workplace Transformation: Planning for a Digital Workplace Transformation Develop a Digital Workplace Vision How DW will help drive achievement of company business goals? Create a mockup Assess the current state & gaps needed to be addressed Define the Roadmap Estimate the investment required & potential ROI
  17. 17. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. A Vision of a True Digital Workplace 17 • Leverages organizational and geographic context • A person-centered, task oriented experience • Connects people, content, and actions • Mobile first
  18. 18. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 18 Planning for a Digital Workplace Transformation Sample list of stakeholder to interview to help define the solution: • Business sponsors • End users • Process owners • Content owners • Technology owners
  19. 19. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Q-Storming® is a time-bound, energy-producing process through which a diverse group of participants come together to brainstorm the questions related to a topic rather than the solutions. By generating questions first, key issues and topics are often uncovered that can lead to new lines of inquiry, breakthrough thinking and innovation. Interview Prep Activity: Q-Storming®
  20. 20. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. • Are time limited • Start with questions versus solutions • Encourage participation from many points of view • Generate new lines of inquiry • Help organize the work Successful Q-Storms: Tool: Q-Storming®
  21. 21. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 10 min: Q-Storm: What are ALL of the questions that need to be addressed if our business challenge statement is to be solved? 5 min: Into what categories do the Q-Storm questions cluster? Prioritize the most important questions in each category How will you divide your team when you go back to gather perspectives in an efficient manner? Activity: Business Impact Q-Storm Given our challenges, what will it take to make it from here to there?
  22. 22. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Five Questions of Appreciative Inquiry – A Leadership Feedback Tool 1. As you think about the past, what has worked (or is working) really well? 2. Of the things that are working really well, what must you keep doing and why? 3. As you think about the future, what must you do more of than before, better than before, or differently than before? 4. Who else should I (we) bring into the conversation? 5. What will I (we) do by when? Tool: Appreciative Inquiry
  23. 23. Identify the Opportunities 23
  24. 24. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 24 What are the digital threats and opportunities facing our industry and our business? What are our competitors doing? What is the business case for digital change? Business “Opportunity” You should identify your Company’s current state, identify current gaps and recommended areas for improvements across these four key areas
  25. 25. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Experience “Desirable” 25 You should identify your Company’s current state, identify current gaps and recommended areas for improvements across these four key areas What do our user journeys look like across all touch-points? How can we improve this experience? What do our users expect of us? How can we improve employee effectiveness?
  26. 26. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 26 Organization “Adoption” You should identify your Company’s current state, identify current gaps and recommended areas for improvements across these four key areas • Leadership engagement facilitating the change to drive adoption • Maintaining the organization and governance needed to make decisions, prioritize, manage content, monitor processes, facilitate collaboration, manage DW projects and onboard new workforces and users
  27. 27. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 27 Technology “Enabler” You should identify your Company’s current state, identify current gaps and recommended areas for improvements across these four key areas What is technology making possible, and what opportunities does that represent to our business? What is the value of data that is being created and how do you best take advantage of it?
  28. 28. Building Understanding 28
  29. 29. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Identify & Analyze Stakeholders “If you want to make enemies, try to change something” Woodrow Wilson
  30. 30. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Observation Empathy Innovation 30 Simple Approach – Powerful Results
  31. 31. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 31 Scenarios Illustrating New Capabilities Samantha – Salesperson Daily visits to her retail customers • Tablet based support for all her needs • Shows her where she needs to go and how to get there • Connects to social media to help her know her customers better • Keeps the corporate memory of previous visits by other sales people, issues noted, etc. • Helps her more quickly do inventory and product placement checks • Proactively recommends promotions that could drive extra revenue for the customer and the company • Shows her how to set up displays, check quality, etc. •Allows Sam to visit two more customers per day •Estimated to increase sales by $10 million •Estimated to increase salesperson satisfaction and retention by 10%
  32. 32. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Compound benefits of an optimized experience
  33. 33. Findings & Recommendations 33
  34. 34. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Top Priority Gaps Recommendations to Close Gaps Business •Digital Workplace pilot for [insert 1st] workforce •Determine records mgt, privacy and other legal needs •Determine legacy content that can be retired •Enhance DW for [insert 1st] workforce •Define content needed for people/expert search and where it resides •Identify archive criteria Technology •Search doesn’t utilize appropriate tagging, best bets, filters, thesaurus, etc. •Discoverability of experts is too difficult •Difficult to find people w/ specific experience and skills •Contribution of content is onerous/not adapted to different content types •Confusing when to go to which of the multiple existing sites •Lacks integration (e.g., applications used in daily work not tied to knowledge not tied to collaboration, etc.) •Analyze most frequent searches and create appropriate best bets, synonyms, etc. •Create search filters for project and people based on new metadata schema •Create capability to browse and search for experts •Integrate applications with the knowledge needed to use them with collaboration with finding experts, etc. 34 Digital Workplace Gaps Identified
  35. 35. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Top Priority Gaps Recommendations to Close Gaps Experience •Implement Digital Workplace pilot for [insert 1st] workforce •Aggregation of most relevant existing content in an intentions-based interface •Vastly improved usability, search, organization of content, mobile access and performance •Upgrade to O365 for team sites, e-mail, publishing, Yammer and Skype for Business •Enhance DW for [insert 1st] workforce •Expand external content available •Enhanced integration of LoB systems •Add Touch Analytics •Build new people/expert profiles •Enhance search •Add capabilities to subscribe to content and people •Enhance reporting features to drive behavioral change •Retire, port, consolidate and migrate legacy applications •Increase quality of [insert 1st] workforce internal content through improved capture and curation 35 Digital Workplace Gaps Identified
  36. 36. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Top Priority Gaps Recommendations to Close Gaps Organization •Define Digital Workplace processes for content, profiles, metadata and search management •Establish Digital Workplace governance •Define and staff new Digital Workplace organization positions •Train new people •Engage working team members •For Release 1, define required behaviors, change enablement strategy, metrics, recognition program and communications plan •Implement new Digital Workplace processes for existing and new content •Train people who will maintain [insert 1st] workforce •Execute Release 1 plans •For Release 2, define required behaviors, change enablement strategy, metrics, recognition program and communications plan 36 Digital Workplace Gaps Identified
  37. 37. Business Findings 37
  38. 38. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Gap Analysis “God, grant me the serenity to accept the things I cannot change, the courage to change the things I can, and the wisdom to know the difference.” Reinhold Niebuhr
  39. 39. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 39 The Digital Workplace Value Tree Theme Category Benefit Efficiency Improve the performance and productivity of the workforce & reduce operating costs Increase Task Productivity Reduce time searching for info through improved aggregation of info and intelligent context Reduce time re-inventing work products by making best examples easily discoverable Decrease hand offs, call backs and cycle time through real time interactions and workflow Reduce Expenses (non-payroll) Reduce information delivery costs by eliminating multiple electronic delivery systems and paper Reduce training costs through just in time, point of need learning and access to information Reduce travel costs via improved collaboration and virtual meetings Reduce IT costs by eliminating redundancy, reducing license costs, shifting maintenance to low cost resources Reduce internal and customer support costs by facilitating self service & providing help desks with the right info in an intelligent context Decrease Time to Competency Provide robust real time support for business processes and tools via integrated process and tool support Provide in depth knowledge of customers, products, processes, policies, etc. at the point of need via the Intelligent Context Engine Reduce time/cost to train on new skills, processes, policies, etc. by quickly embedding support into the Digital Workplace Reduce knowledge drain when employees leave through capture of key artifacts, conversations and knowledge
  40. 40. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 40 The Digital Workplace Value Tree Theme Category Benefit Effective ness Increase revenue, innovation and quality Improve Top Line Financial Results Increase win rate by arming sales force and customer support with better product, customer and other info Decrease cycle time to close sales via expertise finder, re-usable work products, accelerated workflows, etc. Foster innovation, process improvement and replicating success by sharing what’s working Increase Time Focused on Key Tasks Make information available anytime, anywhere so that people can use otherwise unproductive time Decrease time spent on administrative & reporting activities by providing intelligent process support Reduce Risk Help workforce make better decisions through providing analytical insights and best practices Increase compliance to policies and processes by providing easy access to standards, process steps and examples at point of need Reduce error rates & misinformation via increasing information currency, quality and relevance Reduce cost of quality by harvesting lessons learned, sharing past process improvement projects, etc.
  41. 41. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Role Priority Ranking Salespersons 1 Customer service agents 1 Maintenance engineers 1 Sales management 2 R&D 2 Marketing 3 HR 4 Legal 4 41 Role Prioritization Determine which roles are the most important roles / job functions to initially focus on
  42. 42. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Use Case Role(s) Priority Ranking Daily visits to retail customers Salesperson 1 Answering and closing customer telephone call Customer service agents 2 Repairing a piece of equipment Maintenance engineers 3 Faster onboarding Salesperson, customer service agents 4 Reviewing execution Sales management 5 Managing web site content across brands and countries Marketing 6 42 Use Cases It is important to support key Use Cases
  43. 43. Organizational Findings 43
  44. 44. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Organizational Change Leadership “There is nothing more difficult to take in hand, more perilous to conduct, or more uncertain of its success, than to take the lead in the introduction of a new order of things” Niccolo Machiavelli “Though this be madness, yet there is method in't.” Hamlet, Act 2 Scene 2 William Shakespeare
  45. 45. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 45 Leading Practice Knowledge Seeking Knowledge Sharing Knowledge Leading • Search & re-use existing content • Find someone who’s done it before • Share the things I create • Keep my profile and experience up to date • Participate in communities • Respond to others’ questions • Rate and comment • Expect and measure these behaviors for my people • Recognize my people for their behaviors • Walk the talk Before I start something new Part of my everyday job Part of my job as a leader The following are behaviors that are necessary for the success of a Digital Workplace program
  46. 46. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Key Digital Workplace Behaviors Company as a whole Leadership as a whole Sales people Customer service agents Maintenance engineers Marketing Seeking Search & re-use existing content X X X X X X Find someone who’s done before X X + X X X Sharing Share the things I create X X X X X X Keep my profile/experience current X X X X X X Respond to others’ questions + + X + + + Rate and comment X X X + X X Leadership Expect & measure behaviors for my people n/a X n/a n/a n/a n/a Recognize them for their behaviors n/a X n/a n/a n/a n/a Walk the talk n/a X n/a n/a n/a n/a 46 What Digital Workplace Behaviors Exist Today? What Are New Behaviors? + = strong today, leverage X = weak today, need to instill In this example the company has major gaps in Digital Workplace behaviors and needs to start building these behaviors from the ground up
  47. 47. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Closing Thoughts “When you’re finished changing, you’re finished” Benjamin Franklin “Change is inevitable … except from a vending machine” Robert C. Gallagher “Do not brood over your past mistakes and failures as this will only fill your mind with grief, regret and depression. Do not repeat them in the future” Swami Sivananda
  48. 48. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 48 Things I’ve learnt to try to avoid • If you can keep your head when all around you have lost theirs, then you probably haven't understood the seriousness of the situation • If at first you don't succeed, remove all evidence you ever tried. • Never do today that which will become someone else's responsibility tomorrow.
  49. 49. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. Understand the problem(s) you want to solve Define a vision Understand the current state Prioritize to find impactful quick wins Measurement is key Identify key processes that will help sustain success Wrap Up
  50. 50. Thank You!! 50
  51. 51. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. mary.m.caldwell@Avanade.com @shellecaldwell
  52. 52. ©2017 Avanade Inc. All Rights Reserved.©2017 Avanade Inc. All Rights Reserved.

×